Sell your IFA practice and client-book with full support
Whether you're planning to sell your client book or your full IFA practice, talk to Vision-FS Recruitment and get our impartial guide to selling your business.
Selling an IFA Business
When it's time to step away, we'll guide you through every stage of the process to secure the best outcome for everyone involved.
Helping you exit on your terms
Selling your business is a major decision—often a once-in-a-lifetime one. When the time feels right to move on, you'll want the peace of mind that your clients and team will continue to be well cared for.
Wherever you are in the process, choosing the right partner is essential to ensuring your clients continue to receive the care and service they're accustomed to—for years to come. With a proven track record in IFA acquisitions, we have the expertise to help, whether you're exploring your options today or planning ahead for the future.
Guiding you from start to finish
With any business sale, there’s a lot to think about. From when to sell to what you’ll leave behind, and all the complexities in between, it’s only natural to have questions.
We're always available for a confidential conversation, whenever you feel ready.
Sell your IFA practice and client book seamlessly backed by comprehensive support
The IFA book buyout programme lets you retire on your own terms, achieve a capital event, act in your clients’ best interests, and pass ownership to the next generation of advisers.
Most national IFA networks maintain an internal marketplace of willing buyers and sellers, making introductions to ensure the right match for both you and your clients.
Secure a capital event
Exit, unlock capital, and retire.
Fund your retirement by selling your client book—achieving both your exit and a capital event.
Preserve independence
Retire confidently—your clients will keep receiving independent financial advice.
Exit on your own schedule
Retire on your terms and at your own pace, following a seamless client transition.
Connect with buyers in the marketplace
Find your ideal independent buyer in the IFA marketplace—a match that's right for you and right for your clients.
Interested to learn more?
Speak with Vision-FS Recruitment today and discover how we can help turn your succession objectives into reality.
Start your conversation with Vision-FS today.
Find out why IFAs across the UK have chosen Vision-FS is to support their business.
